Clients, Partners & Affiliations
Simplify complex financial and retirement planning
Make financial and retirement planning straightforward with our Investment Advisor software. Our platform cuts through complexity, which allows you to create clear, actionable plans that resonate with clients. Spend less time on data entry and focus on helping clients reach their financial goals.
Transparent and personalized financial advice
Deliver transparent, personalized financial advice to each client. Our Investment Advisor software equips you with tools to customize plans, compare options, and provide clear insights. Build trust as you model clients’ lives accurately and demonstrate how different choices and strategies can impact financial futures.
Instantly compare multiple scenarios on one page
Empower your clients to see various financial outcomes side by side. Our Advisor technology lets you instantly compare up to five scenarios on one page. Help clients make informed decisions as you illustrate how choices impact their long-term financial health.
Real-time projections for better client buy-in
Engage clients like never before with real-time financial projections. Our Investment Advisor software updates plans on the fly, which allows you to adjust variables during meetings. This interactive approach improves client understanding and commitment, making them active participants in the process.
Boost referrals and grow your AUM
Attract more referrals and increase your assets under management. Increase client satisfaction and trust by offering transparent, personalized advice with our Investment Advisor software. Happy clients are more likely to recommend your services, which helps grow your practice.
Optimize client plans with efficient Investment Advisor software
Customizable financial plans
Personalize each financial plan to your client’s unique needs. Our Advisor software offers a flexible, customizable planning dashboard to ensure you can model your clients’ lives accurately.
Automate tax optimization
Improve your clients’ financial outcomes with automated tax optimizations. Our software calculates the most tax-efficient strategies to maximize after-tax retirement income spending.
Estate planning integration
Include estate planning in your Financial Advisory services with confidence. Our Advisor software integrates key estate considerations into the holistic financial planning process automatically.
Multi-scenario planning
Multi-scenario planning allows you to show clients the impact of different decisions. Create and compare multiple scenarios on one page so clients can see and evaluate their options, choosing the path that best suits their goals.
One-page SnapShot reports
Instantly create a personalized, one-page SnapShot report or use it as an Executive Summary to the comprehensive financial report. Generate professional, branded reports with client-friendly visuals that communicate the plan effectively.
Automate recommendations
Run multiple retirement scenarios in real-time to determine if your clients’ goals are over or underfunded. Find optimal solutions through adjusting retirement age, spending, or savings rates, while providing automated recommendations.
What Investment Advisors and Financial Planners Say About Snap Projections
Financial Planner
Principal, Smart Investments
Richards Financial
The Financial Advisor’s Marketing Guide
Frequently Asked Questions
What is Investment Advisor software?
Investment Advisor software is a tool that helps Advisors and Financial Planners create financial plans and analyze different potential scenarios for their clients. It simplifies the complex financial planning process by providing features like automated recommendations, easy-to-understand reports, and scenario comparisons. Platforms like Snap Projections allow Advisors to present information in a way that clients can easily understand. By using such software, Advisors can offer personalized advice, help clients to visualize outcomes, and engage them more effectively. It’s an essential resource for Investment Advisors who want to enhance their offering with holistic services and advanced Advisor technology.
How can Investment Advisor software help Financial Planners?
Investment Advisor software assists financial professionals who are building financial plans for their clients. With platforms like Snap Projections, Planners can input client data once and generate comprehensive plans that cover cash flow, taxes, and retirement projections. The software allows for real-time adjustments, which makes exploring different scenarios with clients during meetings easy. By leveraging Advisor technology, Planners can provide more accurate and personalized advice. This approach improves client understanding and frees up time to focus on building client relationships and growing the practice.
Does it help with retirement planning?
Yes, Investment Advisor software is highly effective for retirement planning. Tools like Snap Projections enable Advisors to model various retirement scenarios, assess spending needs, and develop withdrawal strategies. The software can illustrate how investment returns, inflation, and tax laws impact a client’s retirement goals. By using Advisor software platforms, Advisors can provide clients with precise insights into their retirement projections. This approach helps clients make informed decisions and feel more confident about their financial future while enhancing the Advisor’s ability to deliver personalized retirement planning services.
How does Investment Advisor software save time?
Investment Advisor software saves time by automating complex calculations and reducing the need for manual data entry. Platforms like Snap Projections allow Advisors to quickly input client information and generate financial projections without the tedious work traditionally involved. The ability to instantly compare multiple scenarios and adjust variables on the fly means Advisors spend less time creating projections and more time engaging with clients. By adopting our software, financial professionals can streamline their workflow, focus on delivering personalized advice, and improve their efficiency, all while increasing the quality of their service.